Souders Financial Advisors Purchases and Sells in Q3 2025

Souders Financial Advisors

$740 Million
Q3 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FBND	88K + 17.82%	$45.26 - $46.63 $3.98M - $4.11M	582K $26.9M
CGCP	132K + 4.7%	$22.27 - $22.95 $2.94M - $3.03M	2.94M $66.9M
AAPL	1.77K + 3.05%	$202.38 - $256.87 $357K - $454K	59.7K $15.2M
SCHD	54.1K + 5.51%	$26.38 - $27.95 $1.43M - $1.51M	1.04M $28.3M
NVDA	5.91K + 16.24%	$153.3 - $186.58 $906K - $1.1M	42.3K $7.9M
BSCS	79.8K + 42.81%	$20.41 - $20.67 $1.63M - $1.65M	266K $5.48M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTI	1.02K New	$303.93 - $329.86 $311K - $337K	1.02K $335K
IP	5.62K New	$45.32 - $55.68 $255K - $313K	5.62K $260K
APH	2.04K New	$97.39 - $125.4 $199K - $256K	2.04K $252K
ATO	1.34K New	$151.51 - $170.75 $203K - $229K	1.34K $229K
PFE	8.7K New	$23.29 - $25.88 $203K - $225K	8.7K $221K
ENB	4.26K New	$43.79 - $50.46 $186K - $215K	4.26K $214K

Top Sells

Reduced Positions

78 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CGXU	-140K - 18.91%	$26.49 - $29.62 $3.71M - $4.15M	601K $17.8M
BSCP	-55K - 83.8%	$20.66 - $20.74 $1.14M - $1.14M	10.6K $220K
PG	-2.53K - 2.08%	$150.47 - $161.22 $380K - $407K	119K $18.3M
CARR	-1.65K - 5.58%	$58.75 - $80.73 $96.9K - $133K	27.9K $1.67M
VTEB	-8.89K - 27.59%	$48.5 - $50.19 $431K - $446K	23.3K $1.17M
NVO	-3.65K - 27.35%	$45.38 - $71.7 $166K - $262K	9.7K $538K

Activity Summary All Purchases 121 New Holdings 11 Increased Positions 110 All Sells 78 Reductions 78 Sold out 0 Calls 0 Puts 0

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